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Polishing the Portfolio

My flagship Growth Portfolio is up north of 40% year-to-date, and I’m not sitting on my hands waiting on the year to end.

These portfolio’s aren’t finished. I need to do some polishing in December to be in better shape for 2018. And that means buying great stocks I missed on their way up. Luckily, the stock market has caused a few of these names to come down a bit.

Also, I try to keep the cream-of-the-crop stocks in my Aggressive Growth Portfolio, which is focused on 15-20 stocks that are in the Growth Portfolio, which usually holds 30-40 stocks.

Going into the new year the focus will continue to be on new-age companies that are embracing the new world. These are usually companies using advanced technology to get ahead.

Also, big dominant franchises are squeezing out little competitors. Thus the big tech stocks that come to mind will continue to thrive in 2018 and beyond. Here’s some recent additions.

 

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